Jeff Baumert of Allworth Financial

Jeff Baumert

EVP Financial Services, AIF®, CIMA®
Jeffrey A. Baumert is the Executive Vice President of Financial Services at Allworth Financial. A commercial pilot with an active status, Jeff spent 27 years in the United States Marine Corps where he was an F/A-18 pilot, serving with distinction and retiring as a full colonel. Before joining the military, Jeff earned a Bachelor of Science degree in Materials Science Engineering from Virginia Tech. He holds the Certified Investment Management Analyst® certification and is an Accredited Investment Fiduciary®. With more than 20-years of experience in the financial advisory sector, when not traveling to fulfill his duties with Allworth, Jeff and his wife of 30 years, Kimberly, split their time between homes in Dallas and Atlanta. An avid reader and fitness enthusiast, Jeff brings his dedication and passion for life to his work, stating: “I embraced this industry because I believe that what we do helps people achieve fulfilling financial lives.”